See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,985 | $201,272-76.7% | $184,203-74.5% | $145,922-67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,670 | $7,022-76.2% | $6,427-74.0% | $4,660-64.2% |
| Participant deferral / active EE | $6,410 | $9,806-34.6% | $9,131-29.8% | $6,688-4.2% |
| Admin fee / account holder | $12,757 | $16,364-22.0% | $13,901-8.2% | $13,397-4.8% |